Patient Statements & Collections
Outstanding Patient Balances
$34,280
Statements Sent This Month
142
Payments Received (MTD)
$28,400
Average Days to Pay
22.3
| Patient | Last Visit | Balance | Oldest Charge | Last Payment | Last Statement | Status | Actions |
|---|---|---|---|---|---|---|---|
| Sarah Anderson | Jan 15, 2025 | $2,450 | Jan 8, 2025 | Dec 28, 2024 | Jan 10, 2025 | Current | |
| Michael Chen | Dec 20, 2024 | $1,890 | Dec 15, 2024 | Dec 27, 2024 | Jan 5, 2025 | 30 Day | |
| Jennifer Martinez | Nov 10, 2024 | $3,200 | Nov 5, 2024 | Dec 15, 2024 | Dec 28, 2024 | 60 Day | |
| David Thompson | Oct 5, 2024 | $4,150 | Oct 1, 2024 | Nov 20, 2024 | Dec 1, 2024 | 90+ Day | |
| Emily Rodriguez | Jan 8, 2025 | $1,230 | Jan 5, 2025 | Jan 10, 2025 | Jan 12, 2025 | Current | |
| Robert Wilson | Dec 1, 2024 | $2,680 | Nov 25, 2024 | Dec 18, 2024 | Jan 2, 2025 | 30 Day | |
| Amanda Lee | Nov 28, 2024 | $3,420 | Nov 20, 2024 | Dec 10, 2024 | Dec 22, 2024 | 60 Day | |
| Christopher Brown | Oct 15, 2024 | $2,950 | Oct 10, 2024 | Nov 5, 2024 | Nov 15, 2024 | 90+ Day | |
| Jessica Taylor | Jan 12, 2025 | $890 | Jan 10, 2025 | Jan 12, 2025 | Jan 13, 2025 | Current | |
| Kevin Jackson | Dec 5, 2024 | $1,720 | Nov 28, 2024 | Dec 20, 2024 | Jan 4, 2025 | 30 Day | |
| Lisa Anderson | Nov 12, 2024 | $2,340 | Nov 8, 2024 | Dec 5, 2024 | Dec 18, 2024 | 60 Day | |
| Mark Davis | Sep 20, 2024 | $3,680 | Sep 15, 2024 | Oct 25, 2024 | Nov 8, 2024 | 90+ Day | |
| Patricia White | Jan 6, 2025 | $1,450 | Jan 2, 2025 | Jan 8, 2025 | Jan 9, 2025 | Current | |
| Thomas Harris | Dec 8, 2024 | $2,120 | Nov 30, 2024 | Dec 26, 2024 | Jan 7, 2025 | 30 Day | |
| Nancy Martin | Oct 30, 2024 | $2,780 | Oct 22, 2024 | Nov 12, 2024 | Nov 24, 2024 | 90+ Day | |
| Steven Clark | Jan 2, 2025 | $960 | Dec 28, 2024 | Jan 6, 2025 | Jan 8, 2025 | Current |
Create New Payment Plan
Total in Payment Plans
$18,400
On-Time Rate
88%
Default Rate
4%
Avg Plan Duration
8 mo
Active Payment Plans
Sarah Anderson
Active
Original Balance:
$3,200
Monthly Payment:
$400
Remaining:
$1,600
Next Payment:
Feb 15, 2025
Progress:
4 of 8
Auto-Pay:
On
Michael Chen
Active
Original Balance:
$2,800
Monthly Payment:
$350
Remaining:
$2,100
Next Payment:
Feb 10, 2025
Progress:
2 of 8
Auto-Pay:
Off
Jennifer Martinez
Active
Original Balance:
$4,200
Monthly Payment:
$500
Remaining:
$2,500
Next Payment:
Feb 20, 2025
Progress:
3 of 9
Auto-Pay:
On
Emily Rodriguez
Active
Original Balance:
$1,800
Monthly Payment:
$300
Remaining:
$900
Next Payment:
Feb 18, 2025
Progress:
3 of 6
Auto-Pay:
On
Robert Wilson
Active
Original Balance:
$2,200
Monthly Payment:
$275
Remaining:
$1,375
Next Payment:
Feb 12, 2025
Progress:
3 of 8
Auto-Pay:
Off
Amanda Lee
Active
Original Balance:
$3,600
Monthly Payment:
$450
Remaining:
$2,700
Next Payment:
Feb 22, 2025
Progress:
2 of 8
Auto-Pay:
On
Collection Status Breakdown
Pre-Collection (90-120 Days)
$4,200
12 accounts
Collection Warning Sent (120-150 Days)
$2,800
6 accounts
Sent to Collections (150+ Days)
$1,400
3 accounts
Written Off
$820
2 accounts
Recovery Rate
34%
Avg Recovery Amount
$280
Collection Agency Fee
25%
Collection Workflow
| Patient | Balance | Days Outstanding | Collection Stage | Last Contact | Next Action | Actions |
|---|---|---|---|---|---|---|
| David Thompson | $4,150 | 110 | Pre-Collection | Jan 20, 2025 | Send Final Notice | |
| Christopher Brown | $2,950 | 125 | Warning Sent | Jan 15, 2025 | Follow-up Call | |
| Mark Davis | $3,680 | 137 | Warning Sent | Jan 10, 2025 | Send to Collections | |
| Patricia White - Account 2 | $1,200 | 152 | Collections | Jan 5, 2025 | Monitor Status | |
| Jennifer Martinez - Old | $420 | 165 | Collections | Dec 28, 2024 | Consider Write-Off | |
| Thomas Harris - Account 3 | $95 | 118 | Pre-Collection | Jan 18, 2025 | Send Final Notice | |
| Kevin Jackson - Old | $340 | 175 | Collections | Dec 20, 2024 | Write Off | |
| Lisa Anderson - Account 2 | $680 | 98 | Pre-Collection | Jan 22, 2025 | Send Statement | |
| Nancy Martin - Account 2 | $520 | 140 | Warning Sent | Jan 12, 2025 | Follow-up Call | |
| Robert Wilson - Account 2 | $375 | 105 | Pre-Collection | Jan 19, 2025 | Send Final Notice |